Lot Center Print Detail Window

When you click the Print Detail button in the Lot Center window to print a detail type report, this window will appear. From here you can create and edit report definitions and print the actual reports in a variety of ways.

General Tab

This tab has two purposes. It is used to create and edit all the report definitions regardless of which tab they are printed from. It is also used to directly print a detail type report.

Report Definitions

To create a new report definition, click the + button. A Print Detail Definition window will open for creating the report. See Print Detail Definition Window for more information on this window. You can also edit an existing report definition by Double-Clicking it in the list. If you want to create a new report definition that is similar to an existing one, select the existing one, click the gear button and choose Duplicate Report. You can then edit the new report as desired.

To remove a report definition, select it and click the - button.

If you would like to share your report definition with another feedlot that uses Fusion, select it in the list, click the gear button, and choose Export Report…. You will be asked where you want to save the report and to give it a name. You can then email or otherwise deliver the exported file to the other person.

To import a report, click the gear button and choose Import Report…. You will be asked to locate the file. Fusion will then import the report into your system. If it detects that the report already exists, you will be asked if you want to replace the existing report or if you want to import it with a new name.

Direct Printing

To print a detail type report, first select the report in the list. When you select a report, its description (if you have entered one) will show in the Report Description area which can be helpful if you have several similarly named reports.

The next step is to choose the appropriate print options in the Print Options area.

When you have set up the above options, click the Print button to print the report. You can click the Done button to close the window when you are done with it.

Owner Based Tab

If you want to print detail reports for lots, but for an owner rather than for a lot, use this tab. Here you will tell Fusion which owners you want to print the report for and which lots to include for each owner. You also pick which report to use for the detail (if any) and which to use for the summary (if any) for each owner. The detail portion will print the selected report once for each lot for the owner. The summary portion first combines all the lots for the owner into one and the prints for that. You can decide whether the summary is printed first or last.

tip icon Remember that each data point in a print detail report can be set up to print the full or owner's percentage. For those that are set up to print for the owner's percentage, they will automatically use the owner that is being printed for.

The first step is to tell Fusion which owners to include in the list of owners in this window. Click the Owners… button and a pop over window will appear.

Click the OK button or just click outside the pop over window when you are done. Fusion will then display the owners you have asked for in the list in this window.

The next step is to decide which lots to include in the report for the owners. Click the Lots… button for another pop over window with these options:

Note that when Fusion prints for an owner, it will not, of course, include a lot that is included by these settings if the owner doesn't own part of the lot. So you are really telling Fusion about all the lots that might be included by any of the owners you print for.

Click the OK button or just click outside the pop over window when you are done with these settings.

At this point you need to let Fusion know which report definition to use for the detail and summary portions of the report. You can set a default report to be used for everyone, or you can select each person in the list and give them a specific report definition combination. To set up a default report for everyone, click the Default Reports… button. A pop over window with these options will appear:

Click the OK button or just click outside the pop over window when you are done with these settings.

To change the reports that will be used for a specific owner, select it in the list. (You can also select multiple owners at the same time to change these settings for all of them.) Then choose the desired detail and summary reports and order in a similar manner as explained above. You will see the owner list update to show which reports will print for each owner.

The last setting you can change is under the Print Options… button which shows another pop over window with these options:

A new report (with main headers) is started for each owner all the time. Click the OK button or just click outside the pop over window when you are done with these settings.

At this point you are ready to print the report. Select the owners you want to print for (Control-A (Command-A on Mac) will select all owners if the list has the focus) and click the Print For Selected Owners button. Fusion will start with the first selected owner, figure out which lots to include and print the detail and summary portions as set up, and then move to the next owner until the report is finished.

Presets

If you are printing a similar report over and over, you don't want to go through all the setup just described each time. You can use a preset to capture all the settings you have made, including the specific report definitions assigned to each owner. You can the load a preset whenever you like and all the settings will automatically be applied.

To work with presets, click the Presets… button and choose Manage Presets. A pop over window with a list of presets will open. To add the current setup as a new preset, click the + button and give the preset a name. You can also delete a preset by selecting it and clicking the - button. To load a preset, select it in the list and click the User Selected Preset button. (You can also load a preset without using the pop over window by clicking the Presets… button and choosing a preset from the Load Preset menu.)

If you have loaded a preset and made some changes, you can save those changes by clicking the Presets… button and choosing Save Changes To Current Preset. Note that if a preset is loaded, Fusion will display the name of it next to the Presets… button.

Example Report: Invoicing

The following is an example of how you might print off invoices at the end of the month using the owner based print detail reports.

  1. In the Lot Center window, enter the month's date range in the Open On field so we are only looking at lots that were open during the month since these are the only ones that need to be invoiced for.
  2. Show the detail area and make sure the Use Options checkbox is turned on and the month is entered in the Date Range fields. This ensures that the invoice reports can have areas that only show values from this time period since that is what the invoice is for. (Note that the Calculate For Current Owner checkbox does not need to be checked for owner based print detail reports because Fusion already knows it is dealing with an owner.)
  3. Click the Print Detail menu button and go to the Owner Based tab.
  4. If you were already set up, you could normally just load a preset and then print. But we'll go through the options as if it wasn't set up so you can see how it works. We will, however, assume you have already created the relevant report definitions.
  5. From the Owners… button, choose the Lots currently displayed in the Lot Center window because we want to print invoices for all owners of the lots we previously set up since this will represent all invoices that need to be printed.
  6. From the Lots… button, choose Lots currently displayed in the Lot Center window since we want to include all lots that were open in the month.
  7. From the Default Reports… button, choose the desired detail and summary reports to use.
  8. If you want to make changes to the Print Options… settings, you can do that now. The defaults are usually good, though.
  9. Select all the owners and click the Print For Selected Owners button.

Similar steps could be used to print other owner based reports such as inventory and closeouts. In the future, we will further automate the specific case for printing invoices and this will take the place of the current invoice system found at Fusion Office → Customer Reports → Invoices. The new system will be based on the above example, so we encourage you to use this in the mean time if you can.

Getting Here

You can open this window by clicking the Print Detail button in the Lot Center window.

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